Unclaimed
Steven Kinney is a financial advisor with Northwestern Mutual Investment Services, LLC. Steven has been in the financial industry since December 2015. Steven is registered with the state of Georgia. Steven has a Series 7, Series 66, and SIE license. Steven's previous experience includes working at Morgan Stanley. Steven has a bachelor's degree in Communications from the University of Wisconsin-Madison.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
GA
11/10/2016 - Present
Northwestern Mutual Investment Services, LLC (PEACHTREE COR GA)
GA
12/23/2015 - 10/31/2016
MORGAN STANLEY (ALPHARETTA GA)
BOTH
Issued 01/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Kinney is the right advisor for you? Invested Better is here to help.